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MKS Instruments, Inc. (MKSI)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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247 reactions on $MKSI conversation
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So happy with this company! Long term it will 4x!
Dear management, keep doing your thing!
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This stock ripe for takeover
MKSI says they will see a tax windfall and they are also raising their future earnings guidance by 33%. What's not to like?
MKSI is a long term hold. See you in 6 months / August at 220.
Good buying opportunity. Earnings should be good. imo
MKSI is paying a hefty premium for ESIO. At the $1 billion purchase price including debt, that's more than 3x sales and 10x EBITDA. The price is very similar to what they paid for NEWP, but NEWP had twice the sales and more cost savings opportunities. More importantly, NEWP diversified MKSI away from just semi while ESIO primarily has semi customers (in fact MKSI was one of their top customers). So less sales, less diversification, and less chance to improve margins for a slightly higher purchase price. We'll see in future years if this was a goods idea. I'm not a buyer at this PPS. I think this semi cycle is on its last legs and maybe a better entry point is available in the future.
Put an order in for 1500 shares if MKSI breached 89.00 ... just filled at 88.95 ..... move below $90 is way overdone and MKSI will return to the mid-$93/94 range this week. Only a 5% down-draft post-release is warranted.... I believe it will continue to recover throughout the day as the "panic" subsides .... over merely a shift in business activity in MKSI's forecast from3rd to 4th Quarter .... merely a seasonality realignment in their forecast ..... market is seeing the Q3 estimate change as an "absolute" modification of business activity .... Again, we see it as a recalibration of seasonality with no full-year impact.
Tomorrow we see how powerful important ESIO is to future growth of MKSI. Big Revenues for a midcap. Value to be unlocked. Vast patents treasure here.
MKS - not a lot of WS coverage ( which is a good thing) and based on the earnings, company is quietly (again good ) executing their business plan with precision.
I’d watch this company...
Bought in at $162 last week - should i sell or continue to hold?
Bought 1000 at 94.6, sold covered calls for $8.70, made $8k++ Great trade that is low risk
Buy all the dips and hold Back to the $120's
Forward pe now 11 somewhat similar to cohr and lite. I found it interesting that cohr went up while lite and mksi fell. Barring nothing new negative I think it just assumed a more realistic pe and peg. I will Buy below 100.
ZTE, concession by U.S.A. therefore QCOM and NXP Semiconductors may get a go ahead with the merger thus creating a lot of competition for MKSI.
Hopefully 110 tomorrow
Will get back to $120 in short order. No reason for the stock to be down after a great earnings report.
Nailed it :)
big up move here today...and on higher volume. Is Mr Market finally catching or? Or something else afoot?
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